Help us improve

2 Vote

Aged Creditors and Activity Reports at Project Level

We are a property developer with multiple development sites and we create a new Project within Kashflow for each development site. We always add a Project to each purchase invoice, however we then find it very difficult to extract information by p...

Created 21 Dec 03:52pm by Michelle Bennett

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Aged debtors and creditors reports to be based on due date not issued date

The report details values under the month issued not the month the monies are due

Created 11 Dec 10:40am by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Sales Order Report Export

There is already a sales order report in https://app.kashflow.com/#reports/quotes. Can we get a download CSV button please to be be able to sort and filter etc.

Created 14 Nov 10:04am by Rodger Random

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

A trail balance that prints opening balances only

I would like to be able to print a trail balance at the start of the year that shows only the opening balances. At the moment I have been advised that if there are transactions on the first day of trade that these will also be included in this rep...

Created 30 Oct 01:10pm by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Consider bank transfer on the Unreconciled Bank Transaction Report

If the bank transfer has been reconciled then do not include on the report, if it hasn't been reconciled then include on the report.

Created 6 Oct 08:47am by Natasha Chryssafi

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Export data to excel

We would find it useful in amending quotations and invoices in ways that Kashflow won't allow.

Created 8 Sep 11:12am by Guest

IRIS KashFlow / Reports

0 Will not implement
3 Vote

Printing price list

Would be good if we could print off the price list of our products.

Created 5 Sep 05:03pm by Barbara Laczny-Gomez

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Notes/comments in activity reports

It would be great if activity reports would show notes/comments for purchases, as they currently do for bank transfers. Presently, adding comments or descriptions is only possible after importing the csv file.

Created 24 Aug 09:18am by Amy

IRIS KashFlow / Reports

0 Acknowledged
6 Vote

Report showing customer sales by Country

WE supply goods to the UK, Europe and the Rest of the World. Having a report that shows the % of sales by country would help immensely with marketing etc..

Created 22 Aug 04:49pm by Guest

IRIS KashFlow / Reports

3 Acknowledged
2 Vote

Purchase Order Report

I would like to have a purchase order report the exact same as we have for sales orders. This would enable me to cross reference my sales orders against the purchase orders

Created 15 Aug 09:22am by Guest

IRIS KashFlow / Reports

0 Acknowledged